Workspace Admins can view reports detailing activity and other workspace information.
These reports can be viewed on the system and downloaded as a CSV, PDF, Word or Excel document. Below is a list of each report and a short description of what each report does.
Reports - Gen 4
- To access a list of reports, click Reports on the Menu.
- Click Run Report next to the report you want to generate.
- On the Report Setup page, select your preferred format (e.g. PDF, Excel, HTML).
- Click Run Report to begin building the report.
- Wait for the report to build. When the report is ready, it will display in your browser if you selected HTML. For other formats, a download option will appear.
Documents Accessed
Shows a list of users and which documents and folders were accessed by each user.
Annotations and Labels
Displays details such as the document ID, folder, type, name, creation and update timestamps, coding type, and coding Value for annotations and labels.
Detailed Audit Report
Shows the date, time, user, company and which action each user performed. This report keeps track of workspace access, file uploads, file deletions, files viewed, files downloaded, files moved, file previews, folder creation, status posts, file arranging and more.
Invitations & Revocation
Provides a log of user invitations, including the date of invitation, the inviter, and any changes to user permissions.
Coding Progress
Shows the number of coded docs by date for a coding field in the workspace broken down by user.
Data Room Index
Shows a list of every document and folder in your workspace.
Detailed Permissions Report
Shows what permissions have been assigned to each user at the folder and document level.
Document Count
Shows the number of documents in the workspace broken down by folder and file type.
Download Counts
Shows the total number of downloads by company and user for each month.
Downloaded Documents
Shows each document downloaded, when it was downloaded, who downloaded it and which version was downloaded.
Email Index
Shows the date, subject, sender (From), and recipient (To) information for emails
Hot Documents
Shows which documents were accessed and how many documents each user accessed.
Interactive Audit Report
Shows a detailed breakdown of user and group viewing time. This report also shows which documents and pages were viewed most. To see specific viewing details for a user or group click on the relevant icon on the right. Please enable the Detailed Tracking app for this report.
Last Access
Shows the name, workspace role, company, date and time a user last accessed this workspace.
New Documents
Shows newly added or updated documents.
Q&A Report
Details the question and answer interactions, including the asker, asker's group, question date, response date, status, actual question and response content, and any attachments.
Reading List
Shows which documents have or have not been read.
Export Room Contents
Room Storage
Provides comprehensive storage information of the workspace. It includes the ID, workspace reference, name, created date, and expected end date of the workspace, as well as the approximate storage usage of the documents area, message attachments (Secure Mail), documents in trash, past versions, other documents, and the total billable storage.
Search Requests
Shows a list of all search queries conducted in this workspace.
Secure Mail Export
- Exports a list of all secure messages, their content and attachments.
- Message contents and attachments
- Details of each secure message
Tags and Codes
Lists all labels with their respective counts.
Unique Document Counts
This report provides counts for various document categories, including gross document count, unique counts excluding exact duplicates and marked duplicates, and incremental counts for Saved Searches and Tagged Documents.
Usage by User by Month
Shows the monthly use of each user.
Historical User and Storage Use
Shows the total storage of all workspaces and a breakdown of storage in each workspace.
What's Changed?
Shows documents added, updated, moved or deleted in this workspace.
Reports - Gen 3
- To access a list of reports, click Reports.
- Click on a report to view it, and download it as a CSV, PDF, Word or Excel document.
Documents Accessed
Shows a list of users and which documents and folders were accessed by each user.
Annotations and Codes
Displays details such as the document ID, folder, type, name, creation and update timestamps, coding type, and coding Value for annotations and labels.
Detailed Audit Report
Shows the date, time, user, company and which action each user performed. This report keeps track of workspace access, file uploads, file deletions, files viewed, files downloaded, files moved, file previews, folder creation, status posts, file arranging and more.
Invitations & Revocation
Provides a log of user invitations, including the date of invitation, the inviter, and any changes to user permissions.
Data Room Index
Shows a list of every document and folder in your workspace.
Detailed Permissions Report
Shows what permissions have been assigned to each user at the folder and document level.
Document Count
Shows the number of documents in the workspace broken down by folder and file type.
Download Counts
Shows the total number of downloads by company and user for each month.
Downloaded Documents
Shows each document downloaded, when it was downloaded, who downloaded it and which version was downloaded.
Email Index
Shows the date, subject, sender (From), and recipient (To) information for emails
Hot Documents
Shows which documents were accessed and how many documents each user accessed.
Interactive Audit Report
Shows a detailed breakdown of user and group viewing time. This report also shows which documents and pages were viewed most. To see specific viewing details for a user or group click on the relevant icon on the right. Please enable the Detailed Tracking app for this report.
Last Access
Shows the name, workspace role, company, date and time a user last accessed this workspace.
New Documents
Shows newly added or updated documents.
Q&A Report
Details the question and answer interactions, including the asker, asker's group, question date, response date, status, actual question and response content, and any attachments.
Reading List
Shows which documents have or have not been read.
Room Storage Report
Provides comprehensive storage information of the workspace. It includes the ID, workspace reference, name, created date, and expected end date of the workspace, as well as the approximate storage usage of the documents area, message attachments (Secure Mail), documents in trash, past versions, other documents, and the total billable storage.
Search Requests
Shows a list of all search queries conducted in this workspace.
Secure Mail Export
- Exports a list of all secure messages, their content and attachments.
- Message contents and attachments
- Details of each secure message
Tags and Codes
Lists all labels with their respective counts.Unique Document Counts
This report provides counts for various document categories, including gross document count, unique counts excluding exact duplicates and marked duplicates, and incremental counts for Saved Searches and Tagged Documents.Usage by User by Month
Shows the monthly use of each user.
Historical User and Storage Use
Shows the total storage of all workspaces and a breakdown of storage in each workspace.
What's Changed?
Shows documents added, updated, moved or deleted in this workspace.
The available reports in the workspace may vary depending on the enabled apps and the workspace type.